STEPHEN J. KLEIN, D.D.S.
Plan context: Stephen J. Klein, D.D.S. Defined Contribution Plan
EIN 11-3535551 • 4 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
6
2024 Assets
$5,035,929
2024 Contributions
$160,531
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 6 | $5,035,929 | $160,531 | $26,755iApproximate average salary by contribution assumption: employee only about $668,879 at 4% or $445,919 at 6%; with 50% employer match about $445,919 at 4% or $297,280 at 6%; with 100% employer match about $334,440 at 4% or $222,960 at 6%. |
| Stephen J. Klein, D.D.S. Defined Contribution Plan | - | 6 | $5,035,929 | $160,531 | $26,755iApproximate average salary by contribution assumption: employee only about $668,879 at 4% or $445,919 at 6%; with 50% employer match about $445,919 at 4% or $297,280 at 6%; with 100% employer match about $334,440 at 4% or $222,960 at 6%. |
| 2023 | 1 | 7 | $4,443,395 | $147,121 | $21,017iApproximate average salary by contribution assumption: employee only about $525,432 at 4% or $350,288 at 6%; with 50% employer match about $350,288 at 4% or $233,525 at 6%; with 100% employer match about $262,716 at 4% or $175,144 at 6%. |
| Stephen J. Klein, D.D.S. Defined Contribution Plan | - | 7 | $4,443,395 | $147,121 | $21,017iApproximate average salary by contribution assumption: employee only about $525,432 at 4% or $350,288 at 6%; with 50% employer match about $350,288 at 4% or $233,525 at 6%; with 100% employer match about $262,716 at 4% or $175,144 at 6%. |
| 2022 | 1 | 7 | $3,836,391 | $141,963 | $20,280iApproximate average salary by contribution assumption: employee only about $507,011 at 4% or $338,007 at 6%; with 50% employer match about $338,007 at 4% or $225,338 at 6%; with 100% employer match about $253,505 at 4% or $169,004 at 6%. |
| Stephen J. Klein, D.D.S. Defined Contribution Plan | - | 7 | $3,836,391 | $141,963 | $20,280iApproximate average salary by contribution assumption: employee only about $507,011 at 4% or $338,007 at 6%; with 50% employer match about $338,007 at 4% or $225,338 at 6%; with 100% employer match about $253,505 at 4% or $169,004 at 6%. |
| 2021 | 1 | 7 | $4,241,176 | $135,462 | $19,352iApproximate average salary by contribution assumption: employee only about $483,793 at 4% or $322,529 at 6%; with 50% employer match about $322,529 at 4% or $215,019 at 6%; with 100% employer match about $241,896 at 4% or $161,264 at 6%. |
| Stephen J. Klein, D.D.S. Defined Contribution Plan | - | 7 | $4,241,176 | $135,462 | $19,352iApproximate average salary by contribution assumption: employee only about $483,793 at 4% or $322,529 at 6%; with 50% employer match about $322,529 at 4% or $215,019 at 6%; with 100% employer match about $241,896 at 4% or $161,264 at 6%. |